Name
Insurance & Health
Count on the market leader for insurers in service, sales and marketing
Insurance companies use BSI Software to proficiently automate processes, optimize sales channels, and drive digital transformation. You, too, can benefit from the expertise of the industry leader in the DACH countries in field sales systems, campaign management, and customer service. Our AI-powered software solutions are secure, efficient, DORA-compliant, and ISO-certified.
Industry leaders who trust BSI Software:
Benefit from numbers that pay off
+30%
Cross- and upselling at Baloise Germany
90%
Implemented by way of configuration at Gothaer
17.6%
Newsletter subscription rate at HDI
Get ready for effortless efficiency
Service
Make your service center smart and efficient with Artificial Intelligence. Automated processes will help you answer questions faster, whether they concern damage status, payout, or coverage amount. You will save time, reduce costs, and provide first-class service quality to your customers.
Sales
Every sales team works differently – yet they all benefit from smart automation: The AI-powered Tied Agent Management (TAM) system for agency sales and the Broker Relationship Management (BRM) solution intelligently support inquiries and requests. In addition, your sales team can view the pertinent customer data and next best actions at a glance.
Marketing
Boost your marketing with the BSI Customer Suite – from smart onboarding and AI-powered feedback to automated referral marketing. With campaigns that integrate sales, as well as forms and landing pages, you can connect needs with offers, therefore sustainably increasing the use of digital tools.
“Trigger-based customer journeys with smaller, more refined target groups instead of budget-intensive marketing campaigns: In only two years, we reduced our material costs by 15%, and, with a target group size reduced by around 35%, increased our cross-selling and upselling rates by about 30%, and tripled this customer group’s premium volume.”
C-Level Interviews
Industry leaders weigh in on BSI
Being able to communicate with decision-makers at eye level is all-important to us. Find out what matters the most to C-level executives when it comes to our software solutions.
These topics are instrumental to your insurance company’s success
Core Topic
Tied Agent Management (TAM)
In agency sales with the BSI Tied Agent Management (TAM), a state-of-the-art hybrid support system provides you with perfectly prepared customer data at all times. This ensures that all systems and data have converged – for efficient customer service, the best possible customer base expansion, and effortless agency management.
Core Topic
Broker Relationship Management (BRM)
Particularly for broker sales and sales management, Broker Relationship Management (BRM) offers a customized, automated support solution for the management of brokers. In the cockpit, you can view all relevant data for evaluations and potential sales analyses at a glance.
BSI Elements
Industry expertise you can download
With BSI Elements, you get access to industry-specific use cases, processes, and configurations for insurance companies – all by instant download. Benefit from our expertise, implement solutions quickly, and utilize the smart service center to optimize your customer service.
Webinar
DORA & Co.
Of the new regulations that took effect in 2025, the Digital Operational Resilience Act (DORA), which aims to strengthen operational resilience, was one of the most important ones. But what exactly do insurance companies and banks have to consider when purchasing IT services from third parties? This webinar will help you implement the requirements logically and efficiently.
“All the systems, interfaces, and the considerable number of teams involved have led to a high degree of complexity, which has been successfully managed by and with BSI. We can now manage customer inquiries and requests more efficiently, and our employees and customers benefit equally.”
Don't ask us. Ask our customers
Trigger-based marketing
Baloise Sachversicherung AG Deutschland uses BSI as a strategic CRM partner, for its broker relationship management and for trigger-based customer journeys.
Manage customer inquiries efficiently
Signal Iduna is reacting to constantly changing consumer habits and the associated customer service requirements by introducing the BSI Customer Suite from the software company BSI.
Sales optimization through service excellence
Gothaer Beratung- und Vertriebsservice GmbH [GoBV; Sales Consulting and Service] uses BSI to process customer inquiries and concerns faster and more proficiently, ensure exceptional call management, and support the sales activities of Gothaer’s Exclusive Sales Organization [AO; Ausschliesslichkeitsorganisation].
BRM for B2B insurance sales
Stuttgarter Lebensversicherung a.G. has selected BSI BRM to continue to enhance its sales partner support.
BSI CRM and BRM for Gothaer
After a multi-phase evaluation process, Gothaer selected BSI as its CRM partner to implement a multi-channel strategy and further optimize its personalized sales consultations.
Personalized customer journeys
HDI, a subsidiary of Talanx AG, one of Europe’s largest insurance companies, uses BSI CRM for its exclusive and direct sales, for BRM and for Customer Journey Management.
Digital transformation
The long-established Austrian insurance company Merkur unceasingly pursues its strategic goal of putting its customers ever closer to the center of its business with the BSI Customer Suite.
Healthy customer relationships
SWICA, which has led the industry for years in customer satisfaction, chooses BSI when it comes to CRM, marketing automation and customer journey management.
Insurance Industry Cloud
With the BSI Customer Suite, WWK wants to streamline its systems landscape, relieve the strain on its IT by migrating to the cloud, and establish a uniform platform for all interactions with customers and sales partners.
Good customer service all around
Based on the holistic 360° customer view, Visana can offer a dynamic approach, increase contact frequency and ensure a tailored consulting and sales experience.
FAQ
Topics impacting your industry
What does the BSI TAM, BSI’s field sales system for agency sales, do?
Customers have high demands when it comes to the professionalism of the support they receive. Yet, insurance agencies often have to painstakingly gather the information needed for that from different systems. With BSI’s Tied Agent Management (TAM), insurance agencies have all the information about their customers centrally available. Therefore, they can optimally support their customers through every life situation. TAM from BSI is the CRM and therefore the innovative agency system for exclusive sales.
What does the BSI BRM, BSI’s Broker Management System for brokerage sales, do?
A lack of CRM support is one of the main causes of inadequate agency service and stagnant new business at brokerages. A Broker Relationship Management (BRM) solution is the critical success factor. BSI has been dedicated to customized B2B support with great success for over two decades. As a result, we give insurance companies with broker sales partners a competitive edge with 360° views of their brokers – because well supported brokers make better ambassadors.
Does the BSI Customer Suite provide AI support in operational customer service? Customers value personal advice.
BSI’s AI offers clear added value in this respect: It answers simple customer questions around the clock. Regardless of your customers’ requests or inquiries, BSI recognizes the content of their messages, processes them, and automatically initiates the proper process. As a result, each customer receives a personalized response immediately.
Can you use open-source networks in BSI AI, and what about data protection?
When it comes to large language models (LLMs), BSI relies on open-source options. The LLMs are hosted in the BSI Cloud and are therefore under our and our customers’ full control. This means that no data has to be transferred, and personal data remains in the same security zone.
How does BSI ensure software security and compliance with its SaaS option?
The BSI Cloud is ISO-27001 certified, holds an ISAE-3402 attestation, meets all requirements according to GDPR, and is also available as a BaFin- and FINMA-compliant solution.
Let’s talk
I would be happy to assist you at any time.
Oliver Hechler
Community Manager Insurance
+49 89 189 170 912